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PLAN FUNDS
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Plan Funds
This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.
The table shows all the available investment options in the plan.
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Name
Ticker
Rating
Best Fit Category
Risk (%)
Fees
U.S. Equities - Blend
Fidelity 500 Index
FXAIX
C
U.S. Large Cap
15
0.02%
Vanguard Strategic Equity Fund Investor Shares
VSEQX
B+
U.S. Mid Cap
18
0.28%
U.S. Equities - Value
Goldman Sachs Small Cap Value Fund Institutional
GSSIX
F++
U.S. Small Cap - Value
25
0.98%
Global & Intl. Equity
MFS International Value Fund Class R4
MINHX
C-
International Large Cap - Growth
13
0.83%
American Funds EuroPacific Growth Fund Class R-4
REREX
A-
International Large Cap - Growth
16
0.84%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Dreyfus/Standish Global Fixed Income Fund Class Y
DSDYX
C+
Bond - Emerging Market
2
0.55%
PIMCO Income Fund Institutional Class
PIMIX
A+
Bond - Emerging Market
3
0.45%
Dodge & Cox Income Fund
DODIX
C
Bond - U.S. Corporate
3
0.43%
Vanguard Inflation-Protected Securities Fund Admiral Shares
VAIPX
C+
U.S. Treasury - TIPS
4
0.1%
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